See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $84,866 |
Service code 16 PO BOX 71396 · CHICAGO, IL 60694 | Consulting | $48,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,237 | $106,028+87.0% | $146,958+34.9% | $77,643+155.3% |
| Participation rate | 96.5% | 78.4%+18.1pp | 82.2%+14.3pp | 70.6%+25.9pp |
| Annual return | 14.24% | 56.73%-42.5pp | 418.34%-404.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $5,695 | $4,063+40.2% | $4,933+15.4% | $2,726+108.9% |
| Participant deferral / active EE | $12,503 | $7,990+56.5% | $8,070+54.9% | $4,647+169.0% |
| Admin fee / account holder | $105 | $337-69.0% | $12,998-99.2% | $430-75.7% |